Tax Planning & Preparation

Through a proactive approach, we seek to minimize the tax burden and maximize the available tax benefits for individuals and businesses.

We provide comprehensive planning, consulting and compliance services and specialize in the needs of closely held businesses, their owners and family. We utilize the latest software for the most thorough research and tax planning services. All tax returns are processed in-house to ensure confidential and efficient service.

The tax department of BPM incorporates technical expertise and sound business judgment when applying our services in all areas. We specialize in business organization and restructuring, investment, compensation, retirement planning, employee benefits, estate and wealth transfer planning, real estate acquisitions and dispositions, nonprofit entities and business valuations. Additionally, we handle multi-state and international tax issues as well as IRS and State audits.

We aggressively identify planning opportunities and coordinate your finances within the complex requirements of the federal, state and local tax laws to help you realize your goals and minimize your tax expense.